What is the role of a wealth advisor? What are the conversations, holistic strategies, and skill sets that set a sound advisor apart from a mediocre one? Today co-hosts Wes Brown and Dr. Sonya Lutter sit with Matt Sommer, Head of Sp...

In this recap episode of Analog Advisor, hosts Wes Brown and Dr. Sonya Lutter explore two of their most recent episodes with financial psychologist Dr. Daniel Crosby and Money Habitudes expert Cara Macksound. The conversation explores how our p...

When asked to describe what he does, today’s guest says that he deals with the messiness of money as it intersects with the strangeness and oddity of being a human being. Where money intersects with meaning, you’ll find psychologist...

Grief and loss are a part of being human. While it may be a universal experience, many of us don’t know how to feel it for ourselves, let alone meet our loved ones in their grief. In today’s episode, co-hosts Sonya and Wes share a s...

We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation.What if there was a way for us to have better financial conversat...

On the morning of 9/11, Dr. Nathan Harness was a young stockbroker starting his second day working in the World Trade Center. The events that unfolded that day have altered the world as we know it.  For Nathan, surviving this trauma...

How does our understanding of money shape our pursuit of happiness? Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction and explore the inter...

What's the relationship between wealth, stress, and anxiety? It's more nuanced than you may think. Hosts Dr. Sonya Lutter and Wes Brown reflect on insights from experts like Dr. Jim Grubman, Moira Somers and Lenore Skenazy, debunking the myth t...

Does emotional acumen have a place in the technical finance world? Clinical neuropsychologist Moira Somers sits down with hosts Wes Brown and Dr. Sonya Lutter to share the critical role of integrating emotional intelligence into financial advis...

Have you ever wondered how the wealth management industry has changed over time and where it's headed in the future? Tune in to hear Dr. Jim Grubman, expert in family wealth and dynamics, unpack his model of "wealth 3.0" - a new approach that m...

With over two decades of experience in psychology, social work, marriage, and family therapy, Shanna Jager has realized the power of a strengths-based approach. She joins hosts We...

Is constant parental supervision limiting children's ability to develop problem-solving skills? In this episode, hosts Wes Brown and Dr. Sonya Lutter explore childhood independence and resilience with guest Lenore Skenazy, founder of the organi...

In this recap episode, hosts Dr. Sonya Lutter and Wes Brown reflect on conversations about mental health with Elizabeth Afeman, and navigating the combined emotional and financial implications of relationship changes with Dr. Michael Kothakota....

In the second part of the conversation with financial advisor Michael Kothakota, hosts Wes Brown and Sonya Lutter aim to offer listeners actionable advice for navigating the complexities of financial well-being and relationship dynamics.

Financial advisor and divorce planning specialist Michael Kothakota joins host Sonya Lutter and Wes Brown to offer invaluable insights into the intricate world of divorce planning and financial consulting.Michael shares his career trajec...

Money is often directly tied to mental well-being and status. Yet, despite growing up in a privileged family, Elizabeth Afeman grappled with depression and suicidal thoughts from a young age. Now, as an investment associate, Elizab...

From the profound wisdom of finding internal happiness beyond material possessions to the transformative power of intentionally seeking positive experiences in life, our recent episodes have been deeply clarifying.Sonya Lutter and Wes B...

How can you stitch together a fulfilling life in retirement when you lose the identity and social connections that came with your career? Wes Brown and Dr. Sonya Lutter sit down with financial advisor Dan Haylett to talk about exercises for a c...

When financial planner and author Chris Budd redefined 'financial well-being,' it changed his entire outlook on coaching. Join hosts Wes Brown and Dr. Sonya Lutter as they learn the practical coaching techniques Chris uses to help his clients f...

Wealth isn't just about the money—it's about the richness of our relationships, the quality of our time, and the sense of contentment in our lives. In this episode, hosts Wes Brown and Sonya Lutter reflect on the first quarter of conversations ...

How does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and...

Ever wondered how your spending habits shape your relationships? Scott Rick, a behavioral scientist at the University of Michigan's Ross School of Business, knows that many people do. In this episode ...

As we step into a new year, what better way to kickstart your journey than with insights from the dynamic duo of Analog Advisor? Join hosts Wes Brown and Sonya Lutter in their introduction episode as they share their unique paths into financial...

From the gridiron of the NFL to the boardrooms and bankruptcy courtrooms, Marques Ogden has experienced the highs and lows of success. Now, he's on a mission to leave a legacy.In this episode of Analog Advisor, host Wes Brown sits down w...

Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization’s effects on financial behavior, and the ...